Use the Members section in your admin settings to invite new members, monitor doc and AI activity of existing members, change roles, & more.

 

Collaboration is one of Coda’s strong suits. Not only can you add people to your individual docs, you can also invite them to your Coda workspace. Whether it’s your entire company, your team, or your friends, we recommend adding anyone to your workspace who you’ll be collaborating with regularly in Coda.
 

Within this article, you’ll find...

• Invite people to your workspace

• Set up auto-join email domains

• Manage existing members

• FAQs

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Invite people to your workspace

If you are a workspace admin, you have the ability to invite people to your workspace. When you add people to a workspace, they become members. You decide what they can and can't do based on their role (see Roles in Coda: Doc Makers, Admins, and Editors for more info).

To add someone to a workspace, first navigate to coda.io/docs, then locate the workspace name in the left panel. Click on the three-dot menu to the right of this workspace name, and select the Members & Groups option. Look for the Invite button in the upper-right corner. Note that you will only see this button if you are a workspace admin.

You can then enter their emails or names to search your contacts. Once you’ve selected the invitee, choose which role this new member should have. If you want them to be able to create and build new docs and pages, you can make them a Doc Maker. If you just want them to be able to view and edit existing docs or pages, make them an editor.

Before you invite them, choose whether to notify them of the invite. If you do opt to notify them, you can enter a brief message for them into the field below.

Once that’s all done, just hit Invite. This will instantly add them to your workspace. Hooray!

 

Set up auto-join email domains

The auto-join email domains feature ensures that members of your team are seamlessly added to the correct Coda workspace. When anyone with an email address from one of your auto-join domains joins Coda, they will automatically be added to your workspace (as an Editor).

To add a new auto-join domain, simply follow these steps:

1. From coda.io/docs, locate the workspace name in the left panel, click on the three-dot menu next to this name, then select Admin settings from the options

2. Click into the Membership policies tab

3. Click on the + Add domain button

4. Choose which domain you want to add from the dropdown

5. Click the Add button to confirm

Note that you will only see domains that are currently represented by the admins in your workspace. To add another domain, promote someone from that domain to be a workspace admin and ask them to complete the above process. Or, if your workspace has a parent organization, an org admin will need to register the domain to the organization first.

To remove an auto-join domain, simply hover next to the domain and click on the trash icon that appears to the right of the domain name.

 

 

Manage existing members

For all Coda workspaces, you can view a full list of workspace members in the Members & groups section, within the three-dot menu next to the workspace name. Here you can search for members and see their roles. Any member of the workspace can access this panel.

For workspace admins in paid workspaces (Pro, Team, and Enterprise), you can do even more in the Members section within the Admin settings. Here you can:

• search for specific workspace members (including current, removed, and offboarded)

• assess member activity (including high-level doc and page activity and AI credit usage per member)

• change member roles

• view and approve Doc Maker requests

• copy email addresses

To find this Members section, just go to coda.io/docs, click on your name in the lower-left corner, then select Admin settings from the menu. Then click into one of the tabs within the Members section.

Note that only Enterprise workspaces will include the Total collaborators column in their Members tab.

 

Search for workspace members

In the Members and roles page of admin settings, you can use the built-in filters to search for specific workspace members. You can filter for current, removed, or offboarded members. You can also search the list of members by name and email using the search bar. When you select multiple members using the checkboxes on the left, you will be able to edit and export the selected list of users.

 

Assess member activity

As a workspace admin, it’s likely important for you to be able to monitor the high-level activity and usage of your workspace members. This can be especially helpful when deciding which of your members should be editors and which should be Doc Makers.

Under the Members and roles tab of the admin settings, you’ll see the following useful columns for each member:

• Docs last active: the last time anyone visited a doc that this member owns or contributes to

• Total docs: the number of docs that this member owns, manages, or to which they have added pages, in the last 90 days

• AI usage: the amount of AI credits used by this member in the last 90 days. If you want to learn more about AI credits and managing AI usage, check out this article.

💡Tip: You can use the columns above to understand which editors might be ready to become Doc Makers.

 

Change member roles

You can also change the role of a workspace member within the Members and roles tab of admin settings. Just find the member whose role you want to change. Then, under the Workspace role column, click on their current role to open a drop-down of role options. Choose their new role from these options.

View and approve Doc Makers

If a member in your workspace has requested to become a Doc Maker, you will see a Pending requests section on the Members and roles page. Click Approve to upgrade this member to a Doc Maker, or click Details to learn more or deny the request. Learn to customize how your workspace members become Doc Makers by checking out this article.

Note that only existing workspace members can request to become Doc Makers. Non-workspace members will have to contact an admin and be manually added to the workspace as a Doc Maker.

 

Copy email addresses

If you need to copy the email addresses of multiple workspace members at once, you can do so via the Members and roles tab. Just check the box to the left of all the members in question, then click the Copy emails button above the members list. The emails will be copied to your clipboard.

 

Export member list

Workspace admins can also export a list of workspace members in the form of a CSV file. This makes it easier to analyze workspace membership patterns, including who has joined and any recent upgrades. To export the member list, follow these steps:

1. Navigate to the Members and roles page within the admin settings

2. At the upper-right of your member list, you'll see an Export button. Click this button, then click Generate export to confirm.

3. Once the file has been generated, you will receive an email with a link to download the .csv file. Please keep in mind that this link is only valid for 1 day.

 

 

FAQs

How can I remove someone from my workspace?

If you’re a workspace admin wanting to remove someone from a specific workspace and reassign doc ownership, check out this article. If you’re an Enterprise org admin wanting to deactivate a members from all managed workspaces, head this way.

What’s a workspace admin?

A workspace admin is a specific type of Doc Maker in Coda. This role comes with elevated permissions that allow admins to adjust settings and make changes for the entire workspace. You can read more about the role here.

How can I control the addition of new Doc Makers in my workspace?

Check out this article to learn all about Doc Maker management and approval controls.

How do I decide which members should be Doc Makers and which should be editors?

Doc Makers have the ability to create and manage docs and pages and use Coda AI, while editors can contribute to existing docs and pages. If you’re a workspace admin, you can use various columns in the Members and roles tab of your admin settings to determine which current editors might be ready to move into a Doc Maker role. Check out the section above to learn more.

Why do I see someone in my workspace that is no longer with the company?

If there is a doc in your workspace that has an owner that is no longer in the company, you may see their name appear in the workspace membership list. If you remove this person, then their docs become read only until ownership of the doc is changed. Learn about how to transfer docs here.

How can I get access to even more membership management tools?

Coda's Enterprise plan offers the highest level of member management, including authentication, provisioning, and much more. If you're interested in upgrading, you can get started here.

 

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Related resources

• Create and manage your Coda workspace

• Promoting and demoting doc makers

• Roles in Coda: Admins, Doc Makers, and Editors

• Workspace admins in Coda